Sales & Marketing news & resources

Configure One Releases Web-based Product Configurator for Microsoft Dynamics CRM

by Linda Rosencrance
Pre-built integration to Concept Enterprise Product Configurator
CPQ (Configure, Price, Quote) Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales Quoting

To-Increase Introduces Integration between Microsoft Dynamics AX, NAV and Coresuite Mobile

by Linda Rosencrance
Mobile apps aimed at sales and service personnel
Business Central Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics NAV Mobile Applications Project Service Automation Sales Sales & Marketing Service Management

Microsoft Dynamics Partner Roundup: Food Distribution Solution Announced...New AX and CRM Wins…New Member Joins Advisory Council

by Linda Rosencrance
Recent announcments from the Microsoft Dynamics partner channel
Accounting BI and Reporting Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV

What Sets Microsoft Dynamics NAV CRM Apart from Dynamics CRM: Different Functionality for Different Stages of Business Growth

by Linda Rosencrance
Comparing the Two on 8 Levels of Functionality
Business Central CPQ (Configure, Price, Quote) Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics NAV SaaS Sales

Seven Trends That Will Most Impact the Food Industry in 2011 and Why They Matter for Microsoft Dynamics ERP

by Marc DiGiorgio
Shifting the focus of technology from compliance to business transparency
Accounting BI and Reporting Bill Of Material Mgmt Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics NAV

CWR Mobility Secures $1.5M in Series B Funding

by Jason Gumpert
In Face of Growing Product Demand
CPQ (Configure, Price, Quote) Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing Sales Order Processing

In Formally Introducing Dynamics CRM 2011, Microsoft Continues Its Push to Lure Siebel and Salesforce Customers

by Jason Gumpert
Two Users Explain Why They Shifted
CPQ (Configure, Price, Quote) Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Microsoft Corporate SaaS Sales Sales & Marketing

Beyond the Online Transaction: Ramping Up E-Commerce Revenue with Microsoft Dynamics

by Linda Rosencrance
Ignify’s Sandeep Walia examines the value proposition from credit card authorization to SEO
Business Central Commerce Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL E-Commerce Retail

Microsoft Dynamics Partners Prepare for Presence at Major Retail Convention

by Linda Rosencrance
Lift361 and Junction Solutions prepare to debut new offerings
BI and Reporting Commerce Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM Retail

New Report: Top-Performing Companies Deploy Mobile CRM

by Linda Rosencrance
269 organizations with varying mobile capabilities were measured for structure, effectiveness, and satisfaction
CPQ (Configure, Price, Quote) Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing Sales & Ops Planning Sales Order Processing Sales Quoting

LATEST VENDOR RESOURCES

Power Automate Essentials for Customer Insights – Journeys

Coffee + Dunn

Mailchimp and Dynamics 365 CRM Integration: Unify Customer Data and Marketing Insights

Inogic

Marketing4Dynamics: Simplifying Mailchimp and Dynamics 365 CRM Integration

Inogic

Dynamics CRM Mailchimp Integration | Unify Sales & Marketing with Marketing4Dynamics

Inogic

How to Integrate Mailchimp with Dynamics 365 CRM | Marketing4Dynamics Tutorial

Inogic
More Sales & Marketing Videos

Downloadable Checklist: Customer Insights-Journeys vs. Marketing Automation

emfluence
A quick checklist to determine whether Customer Insights-Journeys is the right fit for your team.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing

Evaluating Microsoft Customer Insights-Journeys: When It Fits and When It Doesn't

emfluence
Is Microsoft Customer Insights-Journeys the right fit? Learn what to evaluate before you decide.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing

The CX Leader's Guide to Agentic AI

Velosio
Anticipating every need, automating every outcome. Optimizing customer experience in the agentic era.
Azure Business Central Copilot Customer Experience (CX) Dynamics 365 Fabric Finance and Operations Power Platform Sales & Marketing

AI Readiness Assessment

emfluence
A practical self-assessment to determine whether your CRM and marketing automation are truly ready to support intelligent execution.
Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing

The AI Readiness Gap: Why CRM and Marketing Automation Must Work Together

emfluence
AI doesn’t fix broken data—this guide explains why CRM and marketing automation must work together before intelligence can deliver real value.
Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing
More Sales & Marketing White Papers

Scaling Consulting Services Delivery with Power Platform

iTransition
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Dynamics CRM Marketing Power Automate Power Platform Sales Sales & Marketing

Centralized Customer Engagement Platform

iTransition
Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Healthcare Manufacturing Sales Sales & Marketing

Sales Automation for a Special Equipment Dealer

iTransition
How a special equipment dealer approached sales automation.
Automotive BI and Reporting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Automate Power Platform Sales Sales & Marketing Sales and Operations Planning

Adrian Steel Unified CRM and Marketing Data Across Five Platforms with Inner Join's Power BI Expertise

Inner Join Technologies
Unified reporting turns fragmented data into actionable intelligence. See what's possible when your data works together!
Automated Data Collection Azure Business Central Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Integration Databases Dynamics 365 Dynamics CRM

Heathrow Scientific Modernizes ERP with Business Central Cloud

Western Computer
Heathrow Scientific moved from Dynamics NAV to Business Central Cloud to improve visibility, streamline processes, and support growth.
BI and Reporting Business Central Data Management Distribution Dynamics 365 Dynamics NAV Inventory Management Manufacturing Power BI Power Platform Sales & Marketing
More Sales & Marketing Case Studies

Brello 360 — all-in-one insurance brokerage platform powered by Microsoft Dynamics 365

Brello 360 revolutionizes how insurance brokerages operate — simplifying workflows, automating financials, and empowering...
Accounting Automated Data Collection BI and Reporting Billing Business Process Mgmt Collaborative Workspaces Commission Calculation Communications Contract Management Contract Management Customer Experience (CX) Data Management

The emfluence Marketing Platform for Microsoft Dynamics

The emfluence Marketing Platform is a marketing automation solution built to work hand-in-hand with Microsoft Dynamics 365...
Dynamics 365 Dynamics CRM Dynamics Marketing Education Financial Services Healthcare Insurance Manufacturing Marketing Automation Sales & Marketing

Innovia Power BI Reports Packs

At Innovia Consulting, we developed a portfolio of reports in Power BI to help you see the meaning behind your data. With...
Accounting Auditing BI and Reporting Business Central Dynamics 365 Inventory Management Manufacturing Power BI Power Platform Process Manufacturing Purchasing Sales & Marketing

Velaro

Make the most of your Microsoft Dynamics investment and gain a 360-degree view of your customers by integrating your CRM with...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing
More Sales & Marketing Solutions